Wealth Management with Purpose

Wealth - True wealth has different meanings to different people. What counts is how money can enable us to live the life we want. A thorough understanding of your key motivations allows us to help you achieve your wealth.  

Sustainability - Is about having a positive impact, creating a legacy, and leaving those we meet, our communities and the planet in a better position.

CF Wealth can provide advice to clients in both United Kingdom and Hong Kong. With offices and advisers regulated in both jurisdictions, we are ideally placed to advise clients with links to both countries. The advisers in Hong Kong are licensed by the Securities & Futures Commission and the Insurance Authority, and in the UK by the Financial Conduct Authority.

Our commitment to sustainability means that we are constantly striving to have an accountable social and environmental impact in everything we do.

Our services

Wealth Management

Build, protect and develop a personalised wealth management plan.

Investment Planning

Help improve your financial future with the right investment strategy.

Repatriation

We can navigate through the financial maze of expat tax and repatriation.

Sustainable Investing

Conscientious investors may look at ways to grow their wealth and hold true to their values. Sustainable investing is about creating a portfolio of socially responsible investment choices that deliver a long-lasting, positive impact on the planet while offering financial returns. As a Partner Practice of St. James’s Place, we have access to a wide range of portfolios.

Environmental, social and governance (ESG) factors are at the cornerstone of sustainable investing. Talk to our experts about how we can help you achieve your goals for sustainable investing.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Latest Updates

CF Wealth Rebranding

At CF Wealth we’ve been thinking about what role we want to play, how do we want to make a difference and how can we do more to help tackle the issues that are playing out all around us. The issues that we believe are equally important to our clients.

The Unknown Hong Kong Quarantine Trap All Parents and Families Should Know About

Not having a Will or an up to date Will, can have a massively detrimental effect on your kids mental and financial well - being.

Why Women Need To Do More with Their Money

Money affects our lives – our work, health, relationships and everything else. Dealing with money is unavoidable, yet we often feel like talking about it is out of our remit. It’s time that changed, for our own sake.

CF Wealth Rebranding

At CF Wealth we’ve been thinking about what role we want to play, how do we want to make a difference and how can we do more to help tackle the issues that are playing out all around us. The issues that we believe are equally important to our clients.

The Unknown Hong Kong Quarantine Trap All Parents and Families Should Know About

Not having a Will or an up to date Will, can have a massively detrimental effect on your kids mental and financial well - being.

CF Wealth Rebranding

At CF Wealth we’ve been thinking about what role we want to play, how do we want to make a difference and how can we do more to help tackle the issues that are playing out all around us. The issues that we believe are equally important to our clients.

Contact Us

CF Wealth

Tel: +44(0)7795 9544 67
11 Hamilton Place
London – Mayfair
W1J 7DR

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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